LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$25.7M
3
+$17.4M
4
PLTR icon
Palantir
PLTR
+$9.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M

Top Sells

1
+$8.38M
2
+$4.33M
3
+$3.95M
4
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.31M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.31M 0.12%
37,123
+4,661
152
$2.29M 0.12%
45,567
+35,776
153
$2.28M 0.12%
59,504
-5,097
154
$2.25M 0.12%
16,319
-16,404
155
$2.24M 0.12%
14,732
+269
156
$2.21M 0.11%
19,174
+2,226
157
$2.19M 0.11%
80,661
+18,975
158
$2.16M 0.11%
18,907
+63
159
$2.15M 0.11%
24,120
-500
160
$2.15M 0.11%
20,488
+410
161
$2.14M 0.11%
8,855
+1,619
162
$2.14M 0.11%
4,097
+3,243
163
$2.11M 0.11%
72,358
+10,158
164
$2.1M 0.11%
86,261
-23,803
165
$2.09M 0.11%
19,473
-1,027
166
$2.06M 0.11%
88,735
+5,737
167
$2.04M 0.11%
22,407
+128
168
$2.03M 0.11%
11,995
+138
169
$2.03M 0.1%
107,541
-58,777
170
$2.02M 0.1%
61,695
+13,816
171
$2.01M 0.1%
19,021
+3,079
172
$1.98M 0.1%
36,262
-5,006
173
$1.97M 0.1%
97,743
174
$1.93M 0.1%
51,990
+47,823
175
$1.93M 0.1%
21,368
-301
5 6
7
8 9